See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL7 years Filed as: LPL FINANCIAL CORPORATION Service code 53 · EIN 95-2834236 | Insurance Commissions | $21,558 |
TD AMERITRADE, INC.5 years Filed as: TD AMERITRADE TRUST COMPANY Service code 13 · EIN 20-0937408 | Contract Administrator | $20,012 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,508 | $55,415+2.0% | $155,509-63.7% | $74,495-24.1% |
| Participation rate | 51.4% | 61.9%-10.5pp | 78.2%-26.8pp | 67.2%-15.8pp |
| Annual return | 15.38% | 268.50%-253.1pp | 64.67%-49.3pp | 1364.94%-1349.6pp |
| Employer contribution / active EE | $1,086 | $2,267-52.1% | $4,672-76.8% | $2,623-58.6% |
| Participant deferral / active EE | $1,704 | $2,836-39.9% | $5,626-69.7% | $4,346-60.8% |
| Admin fee / account holder | $338 | $1,738-80.6% | $15,912-97.9% | $1,942-82.6% |